Adrian Cox Asset Management

Independent Financial Adviser  North Barn, Haverfordwest, Pembrokeshire, SA63 4RE
FCA authorised
Last authorised 29th March 2021
Chartered and Certified Financial Planner and Independent Financial Adviser, specialising in investment management, pre & post retirement planning, and tax planning.
We can advise you on
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Offshore investments
Unit trusts
Savings for children
Taxation planning
Meet our advisers
MR Adrian Cox APFS
About us

As the first "Chartered" and "Certified" Financial Planner in Pembrokeshire, and with over 20 years experience, we work to build long term and rewarding relationships with our clients. We implement a comprehensive financial planning procedure and maximise opportunities to mitigate tax on income, capital gains and inheritance. We have the experience, dedication and expertise to deliver a truly unique wealth management proposition, with special interest in investment portfolio management, and pre/post retirement planning.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

North Barn, Forehill Farm, New Moat, Haverfordwest, Pembrokeshire, SA63 4RE

Similar advisers near you

Independent Financial Adviser 8.38 mi
We want to help you live a richer life by taking care of your financial goals, adding value where it matters and providing opportunity for you to achieve your objectives.
Restricted - whole of market 8.59 mi
Our success has been based on three core company principles;integrity, professionalism and impartiality.
Independent Financial Adviser 8.82 mi
Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
Independent Financial Adviser 15.38 mi
I provide independent financial advice to help individuals and businesses achieve their goals by making smarter financial decisions.